Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
6.42%
6 Months
14.31%
15.63%
1 Year
23.04%
0.27%
3 Years
17.41%
12.69%
5 Years
14.44%
8.81%
Since Inception
16.04%
15.48%
Fund Age
5 yrs 2 mo
18 yrs 10 mo
AUM
₹246.55 Cr
₹406.27 Cr
Alpha – 1 Year
18.32%
−4.45%
Alpha – 3 Years
5.32%
0.61%
Information Ratio – 3 Years
0.69
0.21
Volatility – 1 Year
16.66%
22.89%
Volatility – 3 Years
14.65%
19.09%
Beta – 1 Year
0.91
1.13
Beta – 3 Years
0.83
1.05
Sharpe Ratio – 1 Year
1.02
-0.11
Sharpe Ratio – 3 Years
0.82
0.45
Worst Rolling Year
13.49%
-10.83%
Value at Worst Rolling Year
₹1.13 Cr
₹0.89 Cr
Deepest Drawdown
−17.20%
−31.17%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
18.30%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 28% · M 26% · S 45%
Number of Stocks
33
29
Portfolio P/E
48.70
38.78
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%